QEMM — Spdr Index Shs Fds Institutional Holders · Q2 2026

Name: Who Owns QEMM? 34 Institutions Hold $35.6M (Q2 2026)
Creator: ko.io

Who owns Spdr Index Shs Fds (QEMM)? 34 institutions reported holding $35.65M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: LPL Financial LLC ($14.6M), Cabot Wealth Management Inc ($5.9M), Premier Path Wealth Partners, LLC ($3.6M).

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$14.6M	182,997	Added
2	CABOT WEALTH MANAGEMENT INC	$5.9M	74,171	Added
3	Premier Path Wealth Partners, LLC	$3.6M	44,797	Added
4	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.6M	20,214	Added
5	GOLDMAN SACHS GROUP INC	$1.1M	14,286	New
6	Capital Advisors, Ltd. LLC	$1.0M	12,573	Added
7	ASPIRIANT, LLC	$966,393	12,092	Hold
8	APPLETON PARTNERS INC/MA	$897,000	11,229	Trimmed
9	Ariadne Wealth Management, LP	$634,196	7,935	Trimmed
10	Equitable Holdings, Inc.	$608,254	7,611	Added
11	BANK OF AMERICA CORP /DE/	$488,391	6,111	Added
12	Ethic Inc.	$461,778	5,778	Added
13	Keystone Financial Group	$456,863	5,717	Added
14	Western Wealth Management, LLC	$430,125	5,382	Trimmed
15	Lutz Financial Services LLC	$400,795	5,015	Hold
16	MORGAN STANLEY	$374,687	4,688	Trimmed
17	KWB Wealth	$349,250	4,370	Hold
18	COMMONWEALTH EQUITY SERVICES, LLC	$322,180	4,031	Added
19	Strategic Financial Partners, Ltd.	$316,011	3,954	Added
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$285,327	3,604	Added
21	Portland Financial Advisors Inc	$242,397	3,033	Hold
22	SENTINEL PENSION ADVISORS, LLC	$241,106	3,161	Added
23	NBC SECURITIES, INC.	$98,229	1,229	Hold
24	Geneos Wealth Management Inc.	$47,694	597	Added
25	Medallion Wealth Advisors, LLC	$47,073	589	Hold

Source: SEC Form 13F filings · as of 2026-06-30